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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,855 | $114,119-83.5% | $107,187-82.4% | $138,895-86.4% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 79.9%-43.1pp |
| Annual return | 100.75% | 273.21%-172.5pp | 204.55%-103.8pp | 145.39%-44.6pp |
| Employer contribution / active EE | $1,246 | $4,059-69.3% | $3,782-67.0% | $4,194-70.3% |
| Participant deferral / active EE | $1,656 | $5,538-70.1% | $5,096-67.5% | $6,396-74.1% |
| Admin fee / account holder | $1,788 | $10,024-82.2% | $9,162-80.5% | $12,562-85.8% |